Banking and Financial Services Group (BFS) is the primary relationship manager for Macquarie's retail client base in Australia, New Zealand, Asia, North America and Europe.
Products and services include wealth management, stockbroking and retail lending and banking solutions such as residential and commercial mortgages, investment lending, credit cards and relationship banking to businesses and professionals.
1. Assist the Investment Advisor in the performance of his or her duties and provide customer service:
Request information and documentation from clients to open accounts.
Primary point of contact for incoming client servicing calls - responsible for handling, or forwarding calls as necessary
Follow up on client trades to ensure proper settlement and delivery, informing appropriate departments to take action.
Investigate and resolve enquiries and complaints related to accounts and refer to the Investment Advisors where appropriate.
Maintain daily records of trades, by client and by type of security.
Maintain current knowledge of client accounts by reviewing daily computer runs.
Contact clients whose accounts are under margin and follow up.
Review incoming mail and telephone calls and respond as appropriate.
Greet clients arriving for meetings
2. Perform general administrative tasks:
Keep appointment books/ agenda for Investment Advisors.
Arrange team travel requirements as necessary
Order periodicals, journals and other literature for Investment Advisors.
Assemble and send investor information packages to clients upon request.
Receive cheques and securities for credit to client accounts.
Send cheques and arrange for registration and delivery of securities to clients.
Review client portfolios monthly to ensure records are in order.
Maintain client files.
Input data to automated spreadsheets and databases.
Compose letters to clients explaining current account status and proposed investment opportunities.
Enter buy/ sell order on automated system.
Working towards completion of Canadian Securities Course and interested in becoming a Registered or Investment Representative.
Working knowledge of procedures related to buy/ sell offers from clients and completing trade tickets.
Working knowledge of various quotation equipment and computer software including word processing, spreadsheet and industry specific software.
Knowledge, Skills and Abilities
Current knowledge of daily market activities sufficient to provide/ explain information to clients.
High standards and attention to detail while following procedures dealing with large volumes of paperwork
An enthusiastic team player with exceptional verbal and written communication skills, and the ability to build team and client relationships.
General knowledge of the financial industry.
Ability to work in a team based environment
Current, up to date knowledge of compliance issues.
Exceptional organizational/ administrative skills required to perform activities, and the ability to prioritize.
Strong problem solving skills.
Proficient in the use of Microsoft Word, Excel and Outlook
Basic understanding of investment portfolios, and/or IR license an asset.
If this sounds like you, we encourage you to explore this opportunity in more detail by applying directly online through the link below.
Rest assured that all submissions will be treated with strict confidentiality.
We thank all those who apply. Only those selected for further consideration will be contacted for interviews.
No agency submissions, please.
To learn more about Macquarie in Canada, visit http://www.macquarie.com/ca/en/index.htm.